J.P. Morgan Wealth Management – Private Client Advisor - Lynnwood, WA

Location: Lynnwood, WA, United States

Job Family: Advisors

About the Role

At J.P. Morgan Wealth Management, we are seeking a dedicated Private Client Advisor to join our branch in Lynnwood, WA. In this role, you will serve as a trusted financial partner to individuals and families, offering comprehensive planning and advice to help them achieve their long-term goals. As a branch-based advisor, you will leverage J.P. Morgan's world-class resources, including access to leading investment research and a broad suite of wealth management products, to deliver personalized solutions in retirement planning, wealth accumulation, and legacy preservation. This position is ideal for a client-focused professional passionate about the financial services industry and committed to fostering enduring relationships in the vibrant Lynnwood community. Your day-to-day responsibilities will involve conducting in-depth client consultations to assess needs and recommend strategies tailored to their unique situations, such as diversified investment portfolios or tax-efficient planning. You will collaborate with J.P. Morgan specialists in areas like lending and estate services to provide holistic advice, while actively prospecting for new opportunities through local networking and referrals. Compliance and client education are paramount; you will ensure all recommendations align with regulatory standards and empower clients with the knowledge to make informed decisions. Success in this role requires a blend of analytical prowess and interpersonal skills to navigate the complexities of the financial markets and build trust in a competitive landscape. J.P. Morgan Wealth Management is renowned for its client-centric approach and innovative tools, positioning you to grow your career while making a meaningful impact. If you thrive in a dynamic environment and are driven by helping clients secure their financial futures, this Private Client Advisor role in Lynnwood, WA offers an exceptional platform to excel within one of the world's leading financial institutions.

Key Responsibilities

• Provide personalized financial planning and investment advice to high-net-worth individuals and families in the Lynnwood, WA branch
• Develop and maintain long-term relationships with clients to understand their financial goals and deliver tailored solutions
• Conduct comprehensive financial assessments, including retirement planning, estate strategies, and risk management
• Recommend and implement J.P. Morgan investment products, such as mutual funds, annuities, and alternative investments
• Collaborate with branch teams and specialists to ensure seamless client experiences and holistic wealth management
• Prospect for new clients through community networking, referrals, and branch events in the Lynnwood area
• Monitor market trends and regulatory changes to keep clients informed and adjust strategies accordingly
• Ensure all advisory activities comply with SEC, FINRA, and J.P. Morgan's internal policies
• Track and report on client portfolio performance and business development metrics

Required Qualifications

• Bachelor's degree in finance, business administration, or a related field
• Active and valid Series 7 and Series 66 (or equivalent) securities licenses
• Minimum of 3 years of experience in financial advisory, wealth management, or client-facing roles
• Proven track record of building and maintaining client relationships in a retail banking or investment environment
• Strong understanding of financial planning, investment strategies, and regulatory compliance
• Ability to work in a branch-based setting in Lynnwood, WA, with flexible hours including evenings and weekends

Preferred Qualifications

• Advanced certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst)
• Experience with J.P. Morgan's wealth management products and platforms
• Bilingual proficiency, particularly in Spanish or other languages common in the Lynnwood community
• Previous success in meeting sales targets and growing client assets under management

Required Skills

• Financial analysis and modeling
• Investment portfolio management
• Client relationship building
• Communication and presentation skills
• Sales and negotiation techniques
• Regulatory knowledge (SEC, FINRA)
• Risk assessment and mitigation
• Data analysis using financial software
• Time management and organization
• Empathy and active listening
• Problem-solving in complex financial scenarios
• Proficiency in Microsoft Office and CRM tools like Salesforce
• Adaptability to market volatility
• Networking and lead generation
• Ethical decision-making in advisory roles

Benefits

• Competitive base salary plus uncapped performance-based incentives and bonuses
• Comprehensive medical, dental, and vision insurance with multiple plan options
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness benefits
• Wellness programs with gym memberships, mental health support, and onsite fitness facilities
• Relocation assistance if applicable, plus commuter benefits for Lynnwood, WA location

JP Morgan Chase is an equal opportunity employer.